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Invesco S&P MidCap Low Volatility ETF

192 hedge funds and large institutions have $398M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $46.1M | Put options by funds: $12.9M

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 194192 (-2)

2.25% less ownership

Funds ownership: 55.17%52.93% (-2.2%)

11% less capital invested

Capital invested by funds: $448M → $398M (-$50.7M)

21% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 73

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
192
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
18
Increased
58
Reduced
73
Closed
19
Calls
$46.1M
Puts
$12.9M
Net Calls
+$33.2M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
176
SageView Advisory Group
California
$8.42K +$8.48K +135 New
SIS
177
Sound Income Strategies
Florida
$8.31K
HHCP
178
Hilton Head Capital Partners
South Carolina
$8.18K +$8.23K +131 New
Qube Research & Technologies (QRT)
179
Qube Research & Technologies (QRT)
United Kingdom
$6.36K
BFO
180
Biltmore Family Office
North Carolina
$6.24K
OAJ
181
Ogorek Anthony Joseph
New York
$6K
WTC
182
WhitTier Trust Company
Nevada
$5.37K
CA
183
CoreCap Advisors
Michigan
$4.74K
DIP
184
DT Investment Partners
Pennsylvania
$4.62K +$4.65K +74 New
KFG
185
Kingdom Financial Group
Arizona
$4.21K +$4.21K +67 New
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$3.74K
AssetMark Inc
187
AssetMark Inc
California
$2.93K -$314 -5 -10%
BTI
188
Blue Trust Inc
Georgia
$1.93K
WWMSC
189
Wagner Wealth Management (South Carolina)
South Carolina
$1.56K
Russell Investments Group
190
Russell Investments Group
United Kingdom
$312 -$2.01K -32 -86%
PWM
191
Provident Wealth Management
Tennessee
$125
SS
192
Sunbelt Securities
Texas
$31
AWP
193
Avid Wealth Partners
Texas
-$9.45M -148,632 Closed
Citadel Advisors
194
Citadel Advisors
Florida
-$899K -14,151 Closed
Invesco
195
Invesco
Georgia
-$375K -5,906 Closed
FTUS
196
Flow Traders U.S.
New York
-$292K -4,595 Closed
AF
197
Allworth Financial
California
-$274K -4,311 Closed
Truist Financial
198
Truist Financial
North Carolina
-$241K -3,790 Closed
IWM
199
IHT Wealth Management
Illinois
-$218K -3,433 Closed
CI
200
CPR Investments
Michigan
-$217K -3,420 Closed